Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LCM
2026
Legato Capital Management
California
$515M -$43.3M -8% 133
TC
2027
Tyvor Capital
Illinois
$515M +$293K +0.1% 55
WPW
2028
Waldron Private Wealth
Pennsylvania
$513M +$52.1M +11% 202
SPC
2029
Salient Private Client
Texas
$513M -$81.5M -14% 125
SIC
2030
Starr International Company
Switzerland
$513M -$444M -46% 24
BCMO
2031
Buckingham Capital Management (Ohio)
Ohio
$512M +$19.2M +4% 142
SCM
2032
Schneider Capital Management
Pennsylvania
$512M +$2.44M +0.5% 56
CCA
2033
Clearwater Capital Advisors
Illinois
$511M +$24.7M +5% 197
HWA
2034
Heritage Wealth Advisors
Virginia
$511M +$243M +91% 407
PGCM
2035
Prescott Group Capital Management
Oklahoma
$510M -$22M -4% 246
FG
2036
Fiduciary Group
Georgia
$510M +$37.2M +8% 180
CB
2037
Community Bank
New York
$509M -$26.3M -5% 543
BFIM
2038
Beese Fulmer Investment Management
Ohio
$509M +$32.2M +7% 201
GC
2039
Globeflex Capital
California
$509M +$18.7M +4% 477
SFG
2040
Sage Financial Group
Pennsylvania
$508M +$42.4M +9% 60
FMT
2041
First Mercantile Trust
Tennessee
$508M +$7.74M +2% 984
NA
2042
NextCapital Advisers
Illinois
$508M +$198M +64% 24
SC
2043
Spinnaker Capital
Massachusetts
$508M +$139M +38% 3
BO
2044
BRR OpCo
Ohio
$507M +$146M +41% 119
PAS
2045
Professional Advisory Services
Florida
$507M +$22.5M +5% 68
DSI
2046
Daiwa SB Investments
Japan
$506M +$95.9M +23% 270
YCM
2047
Yakira Capital Management
Connecticut
$506M +$112M +29% 158
AA
2048
Ancient Art
Texas
$505M -$26.8M -5% 13
IC
2049
Intel Corp
California
$505M +$79.8M +19% 10
SI
2050
Salesforce Inc
California
$505M +$52.6M +12% 5